Tax Planning Internship, Raleigh, NC

Financial Symmetry, Inc.; Raleigh, Northern (NC, KY); Hybrid; USD 21,000 - 28,000; Full time

Benefits offered by this job

Paid internship

Mentorship

Client exposure

Job summary

Financial Symmetry, Inc. in Raleigh, NC, offers a Tax Planning Internship for undergraduates and master's students to gain hands-on experience inside a fee-only RIA.

You’ll assist with preparing individual tax returns, support tax planning projects, and learn from experienced tax professionals in a collaborative environment during the busiest season. This paid internship provides mentorship and real client exposure.

Qualifications

• Currently enrolled as a Senior Accounting major or Master of Accounting student at NC State.
• Strong academic performance with a solid understanding of accounting principles.
• Excellent verbal and written communication skills.
• Strong organizational skills with exceptional attention to detail.
• Available to work 15-20 hours per week from October through April.

Responsibilities

• Assist with the preparation of individual income tax returns.
• Support tax planning projects for clients throughout the tax season.
• Organize and review client tax documents for completeness and accuracy.
• Perform tax research on federal and state tax issues.
• Communicate professionally with team members and assist with client information requests.
• Maintain accurate documentation while ensuring confidentiality of client information.
• Participate in team meetings and ongoing training opportunities.

Skills

Organizational skills

Verbal and written communication

Professional communication

Familiarity with personal finance

Curiosity and initiative

Attention to detail

Education

Senior Accounting major

Master of Accounting student

Tools

ProConnect

Job description

Financial Symmetry’s Tax Planning Internship

gives undergraduate and masters students hands‑on experience inside an independent, fee‑only Registered Investment Advisor (RIA) in Raleigh, North Carolina. Since 2000, we’ve helped students launch careers in financial planning and wealth management through meaningful, real‑world experience. Nearly half of our current employees—including advisors, planners, operations professionals, and firm leaders—began as interns, giving today’s interns the opportunity to learn alongside professionals who once stood exactly where they are today.

We are seeking a motivated and detail-oriented Tax Planning & Tax Preparation Intern to join our tax team during our busiest season. This internship provides an excellent opportunity to gain hands‑on experience preparing tax returns, supporting tax planning strategies, and working alongside experienced tax professionals in a collaborative environment.

Responsibilities include:

• Assist with the preparation of individual income tax returns.
• Support tax planning projects for clients throughout the tax season.
• Organize and review client tax documents for completeness and accuracy.
• Perform tax research on federal and state tax issues.
• Communicate professionally with team members and assist with client information requests.
• Maintain accurate documentation while ensuring confidentiality of client information.
• Participate in team meetings and ongoing training opportunities.

Qualifications – Required

• Currently enrolled as a Senior Accounting major or a Master of Accounting student at NC State
• Strong academic performance with a solid understanding of accounting principles.
• Excellent verbal and written communication skills.
• Strong organizational skills with exceptional attention to detail.
• Ability to manage multiple priorities in a fast‑paced environment.
• Available to work 15-20 hours per week from October through April.

Qualifications – Preferred

• Previous experience using tax preparation software (such as ProConnect).
• Prior internship or work experience in accounting, tax, or finance.

What You’ll Gain

• Real‑world experience preparing tax returns and assisting with tax planning engagements.
• Mentorship from experienced tax professionals and certified financial planners.
• Exposure to a collaborative, client‑focused wealth management environment.
• Opportunities to strengthen technical tax knowledge and professional communication skills.
• Valuable experience that can prepare you for a career in public accounting, tax, or financial planning

Internship Location

Our internship is located at Financial Symmetry’s Raleigh, North Carolina office in Wade V, a LEED Gold Certified building near Lenovo Center and Carter‑Finley Stadium.

Interns enjoy

• Modern office environment
• Walking paths and outdoor courtyards
• Nearby restaurants and food trucks
• Collaboration with advisors and planning professionals

We are seeking proactive undergraduate students who are:

• Rising Seniors
• Master of Accounting 1st or 2nd year students

Preferred majors include:

• Finance
• Accounting

Successful applicants also demonstrate:

• Familiarity with personal finance concepts
• Curiosity and initiative
• Excellent attention to detail
• Professional communication skills
• Desire to learn in a collaborative environment

What You’ll Learn

Throughout your internship, you’ll gain experience with real client work while building skills valued throughout the financial planning profession.

Tax Planning Support

During tax season, interns assist with:

• Pay statement analysis
• Tax planning projects

Process Improvement

You’ll also participate in:

• Operational improvement projects
• Internal workflow enhancements

Why Intern at Financial Symmetry?

Our paid internship is designed to prepare students for careers in:

Many interns continue into additional internship semesters, and many ultimately join our firm full‑time after graduation.

• Semester class schedule showing availability